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TD PRIVATE CLIENT WEALTH LLC: EXPO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TD PRIVATE CLIENT WEALTH LLC on EXPO, newest first. How the timeline and the estimate are built.

TD PRIVATE CLIENT WEALTH LLC held 8,308 EXPO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,308 shares
    Change vs previous 13F -1,193 shares

    0.01% of the 13F portfolio, value $488,178.

    13F-HR 0002052595-26-000082 filed by TD PRIVATE CLIENT WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,501 shares
    Change vs previous 13F +2,253 shares

    0.01% of the 13F portfolio, value $619,940.

    13F-HR 0002052595-26-000059 filed by TD PRIVATE CLIENT WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,248 shares
    Change vs previous 13F -4,994 shares

    0.01% of the 13F portfolio, value $503,446.

    13F-HR 0002052595-26-000006 filed by TD PRIVATE CLIENT WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,242 shares
    Change vs previous 13F -1,122 shares

    0.02% of the 13F portfolio, value $850,574.

    13F-HR 0002052595-25-000069 filed by TD PRIVATE CLIENT WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,364 shares
    Change vs previous 13F -872 shares

    0.02% of the 13F portfolio, value $998,424.

    13F-HR 0002052595-25-000004 filed by TD PRIVATE CLIENT WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,236 shares
    Change vs previous 13F -865 shares

    0.03% of the 13F portfolio, value $1,153,970.

    13F-HR 0001089355-25-000036 filed by TD PRIVATE CLIENT WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,101 shares
    Change vs previous 13F -672 shares

    0.04% of the 13F portfolio, value $1,345,499.

    13F-HR 0001089355-25-000003 filed by TD PRIVATE CLIENT WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,773 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,818,311.

    13F-HR 0001654954-24-014605 filed by TD PRIVATE CLIENT WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).